Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $84.79
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
Daily · Wilder smoothing
| Sep 29, 26 |
| Morgan Stanley |
| maintain |
| Equal Weight |
| Equal Weight |
| Aug 27, 26 | Baird | maintain | Outperform | Outperform |
| Aug 19, 26 | Baird | maintain | Outperform | Outperform |
| Jun 4, 26 | Stifel | maintain | Hold | Hold |
| Mar 30, 26 | Baird | maintain | Outperform | Outperform |
| Mar 9, 26 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Feb 27, 26 | Baird | maintain | Outperform | Outperform |
| Feb 3, 26 | Jefferies | maintain | Buy | Buy |
| Jan 9, 26 | Jefferies | upgrade | Hold | Buy |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 36.09 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 27.81 | Oscillator | Neutral |
| Williams %R (14) | -94.42 | Oscillator | Buy |
| MACD (12, 26, 9) | -0.61 (Hist -0.07) | Oscillator | Strong Sell |
| Average Directional Index (14) | 17.28 (+DI 14.4 / -DI 27.6) | Trend | Neutral |
| EMA 20 | 87.39 | MA | Sell |
| SMA 20 | 87.50 | MA | Strong Sell |
| EMA 50 | 88.54 | MA | Strong Sell |
| SMA 50 | 89.11 | MA | Strong Sell |
| SMA 200 | 90.93 | MA | Strong Sell |
TTM vs. 5-year historical average (annual ratios)
| Metric | DCI | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 21.6x | 22.2x · sector 18.4x | Elevated |
| Forward P/E (FY27E) | 19.6x | EPS est. 4.32 | In line |
| Price / Book | 5.6x | 6.0x | In line |
| Price / Sales | 2.5x | 2.4x | In line |
| EV / EBITDA | 15.0x | 14.6x | In line |
| Return on equity | 27.7% | — | Top tier |
| Gross margin | 34.6% | 34.2% | In line |
| Debt / Equity | 0.78 | 0.56 | Moderate |
| Piotroski / Altman Z | 7/9 | Z 5.47 | Safe zone |
Discounted cash flow model
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| DEFA14A | Oct 6, 2026 | 2026-10-06 13:36:09 | View |
| DEF 14A | Oct 6, 2026 | 2026-10-06 13:34:59 | View |
| 4 | Oct 5, 2026 | 2026-10-05 15:01:13 | View |
| 4 | Oct 5, 2026 | 2026-10-05 15:00:34 | View |
| 4 | Oct 5, 2026 | 2026-10-05 14:59:57 | View |
| 4 | Oct 5, 2026 | 2026-10-05 14:59:14 | View |
| 4 | Oct 5, 2026 | 2026-10-05 11:39:44 | View |
| 4 | Oct 5, 2026 | 2026-10-05 11:38:57 | View |
| 4 | Oct 5, 2026 | 2026-10-05 11:38:08 | View |
| 4 | Oct 5, 2026 | 2026-10-05 11:37:08 | View |
Proxy statement (DEF 14A) disclosures
Stock news · updated daily
Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced the appointment of Jeff Stier
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced the appointment of Jeff Stierman as president of its Industrial Solutions segment, effective November 2, 2026. Stierman currently serves as senior vice president of Business Operations at Donaldson, leading environmental health and safety (EHS), procurement, supply chain, manufacturing excellence, facilities, customer service, engineeri.
The Zacks Pollution Control industry is poised to gain from healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, CECO, FTEK and LIQT are some notable stocks in the industry.
Donaldson Company is rated Buy, driven by recurring replacement demand and a diversified filtration portfolio supporting margin recovery and growth. DCI's installed base and aftermarket sales provide resilience, while recent acquisitions like Facet enhance consumables exposure and recurring revenue streams. Fiscal 2027 projections include $4.18B revenue, 16.9% GAAP operating margin, and ~$4.30 EPS, with upside to $4.72 EPS in 2028 if operational improvements persist.
Donaldson (DCI) reported earnings 30 days ago. What's next for the stock?
GEA Group (OTCMKTS:GEAGF - Get Free Report) and Donaldson (NYSE: DCI - Get Free Report) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, earnings, dividends and risk. Insider and Institutional Ownership 82.8% of Donaldson shares are
Engineers Gate Manager LP acquired a new position in Donaldson Company, Inc. (NYSE: DCI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 14,280 shares of the industrial products company's stock, valued at approximately $1,282,000. Several other institutional investors have also added to
Baird Financial Group Inc. cut its stake in Donaldson Company, Inc. (NYSE: DCI) by 21.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,960 shares of the industrial products company's stock after selling 7,244 shares during the
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 26, 2026 | 1.13 | 1.15 | Beat 1.8% | $1.06B |
| Jun 2, 2026 | 1.05 | 1.06 | Beat 1.0% | $995.1M |
| Feb 26, 2026 | 0.90 | 0.83 | Miss -7.8% | $896.3M |
| Dec 4, 2025 | 0.92 | 0.94 | Beat 1.8% | $935.4M |
| Aug 27, 2025 | 1.02 | 1.03 | Beat 1.0% | $980.7M |
| Jun 3, 2025 | 0.95 | 0.99 | Beat 4.5% | $940.1M |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 2, 26 | Smiley Jacinth C | director | A-Award | 268 @ $88.65 | $23.76K |
| Oct 2, 26 | Rautio Trudy A. | director | A-Award | 336 @ $88.65 | $29.79K |
| Oct 2, 26 | Owens James | director | A-Award | 268 @ $88.65 | $23.76K |
| Oct 2, 26 | Hilger Christopher M. | director | A-Award | 402 @ $88.65 | $35.64K |
| Oct 1, 26 | Pogalz Bradley J. | officer: Chief Financial Officer | A-Award | 24,100 @ $87.76 | $2.12M |
| Oct 1, 26 | Lewis Richard Brent | officer: President | A-Award | 84,200 @ $87.76 | $7.39M |
| Oct 1, 26 | Driesen Bart C. | officer: President | A-Award | 12,800 @ $87.76 | $1.12M |
| Oct 1, 26 | Devincke Darcy J | officer: Chief Human Resources Officer | A-Award | 10,400 @ $87.76 | $912.7K |
FY2026 · 10-K disclosure
FY2026 · 10-K disclosure